Vontobel Holding’s Equitable Holdings EQH Stock Holding History

Vontobel Holding’s Portfolio EQH Stock Details EQH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-9,326	Closed	-$346K	–	1495
2026 Q1	$346K	Hold	9,326	–	–	﹤0.01%	959
2025 Q4	$444K	Hold	9,326	–	–	﹤0.01%	1023
2025 Q3	$474K	Hold	9,326	–	–	﹤0.01%	965
2025 Q2	$523K	Sell	9,326 -815	-8%	-$41.9K	﹤0.01%	882
2025 Q1	$528K	Sell	10,141 -443	-4%	-$23.2K	﹤0.01%	770
2024 Q4	$499K	Buy	+10,584	New	+$489K	﹤0.01%	790
2024 Q3	–	Sell	-5,196	Closed	-$212K	–	1099
2024 Q2	$212K	Buy	+5,196	New	+$204K	﹤0.01%	977
2024 Q1	–	Sell	-6,979	Closed	-$232K	–	1116
2023 Q4	$232K	Buy	+6,979	New	+$204K	﹤0.01%	991
2023 Q2	–	Sell	-7,986	Closed	-$203K	–	1106
2023 Q1	$203K	Buy	7,986 +396	+5%	+$11.7K	﹤0.01%	981
2022 Q4	$212K	Buy	+7,590	New	+$225K	﹤0.01%	981
2022 Q1	–	Sell	-6,163	Closed	-$202K	–	1079
2021 Q4	$202K	Buy	+6,163	New	+$202K	﹤0.01%	1002
2021 Q3	–	Sell	-8,917	Closed	-$267K	–	1185
2021 Q2	$267K	Buy	+8,917	New	+$291K	﹤0.01%	957
2021 Q1	–	Sell	-156,601	Closed	-$4.26M	–	1026
2020 Q4	$4.26M	Buy	+156,601	New	+$3.66M	0.03%	290

Other funds holding EQH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vontobel Holding's EQH Position: Q2 2026 in Review

Vontobel Holding sold out of Equitable Holdings (EQH) in Q2 2026, closing a stake of 9,326 shares — an estimated $346K sold.

Vontobel Holding first reported a position in EQH in Q4 2020 and held it in 13 quarters. The position peaked at $4.26M in Q4 2020. 484 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Vontobel Holding reported no remaining Equitable Holdings position as of Q2 2026 after selling out during the quarter.
Vontobel Holding sold 9,326 Equitable Holdings shares in Q2 2026, an estimated $346K.
Vontobel Holding first reported a position in Equitable Holdings in Q4 2020 and held it in 13 quarters.
Vontobel Holding's Equitable Holdings position peaked at $4.26M in Q4 2020.
484 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.